Quotes Concepts

You can:

• Add, insert, copy, and delete quote lines.
• Add a quote based on a budget.
• Submit, and approve or reject quotes.
• Review and restore quote revisions.
• Print quotes, draft quotes, and order confirmations.

The Quotes tab displays your quotes and relevant account information, including calculations. In this tab you can print, submit, approve, and accomplish other administrative tasks in relation to your quotes and order confirmations. The Quote Revisions tab displays all versions of your quote lines. These capabilities are parallel to what is in the Workspace Client.

The Quotes workspace is included in the Jobs section of the menu.